If you’ve ever wanted to know more about fixed index annuities, today’s show is for you. We have a special guest who explains what they are, why they can help you and how they offer stability and reliability.

Clients often come to us with tax questions, so we decided to hire a tax advisor last year that is available to our clients year round. Today he’s sharing his top tax tips with you.

Medicare typically begins at age 65, but you need to know how it works long before then. On today’s show, we’re talking with our in-house Medicare specialist about all the things you need to know about this important topic.

We get so many questions from clients about long-term care options we decided to have a long-term care expert on today’s show. She’ll share some common misconceptions and what you need to know about your future care plans.

If you want more of your hard-earned money to go into your family’s pockets instead of to the IRS, today’s show is for you. We’ll explain why you should try an IRA Trust Trilogy.

Today we’re talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We’ll share the answers in today’s show.

Today we’re talking about a donor advised fund. Find out how this niche charitable planning technique has helped some of our clients and could help you, too.

What is the difference between a will and a trust? Find out on the difference on today’s episode as well as the importance of an estate planning attorney.

Economist, author, and retirement expert Tom Hegna joins us to share his expertise on handling finances and preparing for retirement. Find out how he helps people solve complex financial problems using easy-to-understand words.